It’s June. The year is halfway over. Now is the perfect time to hit pause and do a midyear review to see how you’re progressing with your goals and make sure that your accounts are moving in the right direction! Why Financial Reviews Matter While we automate much of our finances, especially the tedious parts. […]
Cryptocurrency is part of the mainstream conversation and in the news, but should it be a part of your investment plan? We decode the terminology and tech, go over the difference between speculation and investments so you can decide if it’s the right move for you!\ Should We Invest in Cryptocurrency? We’re talking about a […]
Do you want to make sure your nest egg is ready and able to take care of your retirement? Today I share four bad investing habits that can sabotage your portfolio and how you can avoid them! Avoid Bad Investing Habits This month we’re looking at how our retirement accounts are doing and checking if […]
Learn how you can protect your family’s finances and open up more opportunities by diversifying your income! Why You Need to Diversify Your Income Diversifying income is something every family should consider. It can not only give you a bigger safety net, but it does give you some more options no matter what stage you […]
We’re all looking to reconnect and have fun this summer. Today, we’re going to go over ways to enjoy family barbecues, give some ideas on great outdoor ventures you can go on, and offer tips on how to grow your savings this season! Make This a fun Summer of Savings For many families, summer is […]
We’re all looking to get the best value, but how can you balance saving money, hitting your financial goals, while still having fun? Today we’ll go over how you can master the art of being frugal! Can Being Frugal Make You Rich? Whether you’re pursuing a debt-free path, financial freedom, or independence, there’s one skill […]
With credit card fraud and identity theft happening more frequently, we all have to step up our game. Learn key ways to protect your finances and identity! Protecting yourself Against Fraud I hope you never have to deal with identity theft, data breaches, or fraud but chances are you will. There were 4.8 million identity […]
Around 82% of Americans said their finances were affected by the pandemic and the fallout according to a recent Fidelity survey. If you’re planning on retiring in a few years, that can be a really scary thing. I want to share a resource that can help you get back on track with your retirement plan! […]
